AX1541
Using the Data Source Assistant to add or edit data lookups
Once the DataLookup data source has been placed in a sheet, you can use the Data Source Assistant to add and edit the query rows, including adding optional parameter columns. For general information on the Data Source Assistant and its availability, see Using the Data Source Assistant.
Editing data lookup rows
To edit an existing data lookup row, place your cursor within the row, in the data source—either on the row tag or in one of the parameter columns. The parameters for the variable display in the Selection Editor section of the Data Source Assistant, filtered by row type. You can modify any of these parameters and the changes are written back to the sheet, into the appropriate columns.
If a particular parameter uses a formula, then that formula displays when you place your cursor in the property box. You can then edit that formula as needed.
The Selection Editor only displays parameters where the corresponding column already exists in the data source. For example, the parameter File Group only displays if the column tag [FileGroup] exists in the data source. If necessary, you can also use the Data Source Assistant to add missing tags to the data source. See Adding parameter columns.
Adding a new query row to the data source
To add a new row, use the Edit Tags section to add a row tag. You can do either of the following:
- Place your cursor in a blank row within the data source. Under Row Tags, click Update for the desired row tag. This adds the tag to the current row.
- Place your cursor in a populated row within the data source. Under Row Tags, click Insert for the desired row tag. This inserts a new row above the current row, and places the tag in the new row.
Once you have updated or inserted a row, you can go back to the Selection Editor section and define the parameters for that row.
NOTE: If the data source does not currently contain the required columns for the inserted row type, those columns will be automatically added to the end of the control row.
When you use the right-click wizard to insert the DataLookup data source, only the minimum applicable column tags are placed in the sheet by default. If you want to use other optional tags, you must add them to the data source.
To add new column tags to a data source, use the Edit Tags section to do either of the following:
- Place your cursor in a blank column in the data source. Under Column Tags, locate the tag that you want to add and then click Update. This adds the tag to the current column.
- Place your cursor in a populated column within the data source. Under Column Tags, locate the tag that you want to add and then click Insert. This inserts a new column to the left of the current column, and places the tag in the column.
NOTE: The Edit Tags section only shows the column tags for the current row type. For example, if your cursor is in a [GetData] row, then only the columns that are valid for use with GetData rows are shown. Alternatively, you can place your cursor in the control row itself to add any column tag.
Once you have updated or inserted a new column tag, you can populate the column manually or you can use the Selection Editor section to update query rows for the new property. Remember that you can leave the column blank if it does not apply to a particular row.
